ABOUT THIS FUND
A large-cap equity income fund that seeks dividend yield and long-term growth of capital by investing in a fund of high-quality companies – defined by dividend growth and higher quality balance sheets with attractive return on invested capital. We believe these companies can participate in market gains while offering resilient dividends.
WHY INVEST IN THIS FUND
Dividend paying stocks with growth potential
Actively managed portfolio of 40 to 50 companies we believe are differentiated and have a history of substantial and growing dividend.
Seeks resilient companies to help cushion against market uncertainty
A U.S. Large cap value portfolio seeking companies with strong competitive advantages, growing end markets, high incremental returns on capital and sustainable cash flow and liquidity. By investing in these companies, the portfolio may be resilient to downside volatility and unmanaged market uncertainty.
Fundamental research-driven approach
Qualitative and quantitative research conducted by an experienced equity team drives idea conviction.